Low PE Investor

Based on the book by John Neff

Since 2004, this portfolio has returned 145.7%, underperforming the market by 25.3% using its optimal quarterly rebalancing period and 20 stock portfolio size.

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Low PE
S&P 500

This strategy looks for firms with persistent earnings growth that trade at a discount relative to their earnings growth and dividend yield.

Annual Return: 6.0% S&P 500: 6.6%
Year To Date: 19.4% S&P 500: 19.8%
Beta: 1.14 Accuracy: 57.9%
Full Return History

Portfolio Holdings

Ticker Date Added Return
DFS 12/14/2018 30.93%
TSU 5/31/2019 17.95%
OMF 5/31/2019 16.50%

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